Part 3: Expert Interview with Leila Shaver

Compliance in the Internet Age: Social Media & Digital Marketing Guidelines Part 3 of our Expert Interview with Leila Shaver, of My RIA Lawyer This post is part of the Expert Interview series, which showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. If you would like […]


Acquiring new clients and communicating effectively with clients can be one of your biggest challenges. One of the easiest ways to continue the conversation is by creating a monthly or quarterly newsletter. Newsletters are a great way to establish expertise, build trust, and stay top of mind. Newsletters are a great tool for communicating services, […]

It’s All About How You Sell Yourself

If you’ve ever watched Shark Tank, you’re familiar with the elevator pitch. Each entrepreneur has only a moment to intrigue and sell the sharks on their product or service. A well polished elevator pitch doesn’t happen overnight. It takes time and practice. Today, we’re sharing some helpful tips to get you ready for your next […]

Marketing for the Holidays

The holidays are the perfect time to connect with your clients. Expressing gratitude and providing helpful tips are just a few of the ways you can enrich their lives. You’re the Expert The holidays are a stressful time of year for many. Financial goals can be easily undermined when Santa comes to town. There are […]

5 Social Media Takeaways

I recently finished reading “The Social Advisor” by Amy Mcilwain. If you aren’t familiar with the book, Amy makes a case for advisors to utilize social media. She also shares some helpful insight into many of the popular platforms used today. I thought I would share 5 takeaways from this quick read. 1. Social Media […]